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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $68,766 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $47,294 |
Filed as: CBIZ BENEFITS & INS SERVICES INC. Service code 13 · EIN 31-1582098 | Contract Administrator | $10,662 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,883 | $101,499-18.3% | $147,005-43.6% | $74,546+11.2% |
| Participation rate | 92.7% | 75.5%+17.2pp | 82.2%+10.5pp | 67.2%+25.5pp |
| Annual return | 14.71% | 8732.34%-8717.6pp | 418.76%-404.1pp | 1366.03%-1351.3pp |
| Employer contribution / active EE | $3,252 | $3,811-14.7% | $4,934-34.1% | $2,624+23.9% |
| Participant deferral / active EE | $8,541 | $7,304+16.9% | $8,070+5.8% | $4,347+96.5% |
| Admin fee / account holder | $405 | $1,748-76.8% | $13,006-96.9% | $1,944-79.2% |